SFG
FBND icon

SageGuard Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

SageGuard Financial Group’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Buy
120,078
+114,306
+1,980% +$5.21M 0.77% 44
2026
Q1 		$263K Buy
5,772
+621
+12% +$28.6K 0.04% 167
2025
Q4 		$237K Buy
+5,151
New +$239K 0.04% 160

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

SageGuard Financial Group's FBND Position: Q2 2026 in Review

SageGuard Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 1,980% in Q2 2026, buying an estimated $5.21M and bringing the position to 120,078 shares worth $5.46M. The position accounts for 0.77% of the portfolio, ranked #44.

SageGuard Financial Group first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • SageGuard Financial Group held 120,078 shares of Fidelity Total Bond ETF worth $5.46M as of Q2 2026.
  • SageGuard Financial Group bought 114,306 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.21M.
  • Fidelity Total Bond ETF made up 0.77% of SageGuard Financial Group's portfolio in Q2 2026, its #44 holding.
  • SageGuard Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.